See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,184 | $41,078-77.6% | $80,569-88.6% | $71,457-87.1% |
| Participation rate | 81.7% | 50.2%+31.4pp | 67.0%+14.7pp | 67.9%+13.7pp |
| Annual return | 22.73% | 38.45%-15.7pp | 935.43%-912.7pp | 28.85%-6.1pp |
| Employer contribution / active EE | $1,851 | $1,506+22.9% | $2,723-32.1% | $2,588-28.5% |
| Participant deferral / active EE | $2,706 | $2,699+0.3% | $4,447-39.1% | $4,289-36.9% |
| Admin fee / account holder | $183 | $1,840-90.0% | $5,377-96.6% | $1,587-88.5% |